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AMERICAN ELECTRIC POWER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ELECTRIC POWER FOUNDATION (EIN 20-3886453)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349107825
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T15:49:07-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203886453EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1American Electric Power FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RUSSELL G DOYLEInCareOfNm
Business Name ControlAMERBusinessNameControlTxt
Phone6147162605PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 RIVERSIDE PLAZA ATTN TAX DEPTAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANELLE COLEMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6147162757PhoneNum
Signature2021-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJANELLEPersonFirstNm
Person LastCOLEMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$85,478,512FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$23,013InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$23,013InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,911,352DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,911,352DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,442,433NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$37,600,269GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,442,433CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,376,798TotalRevAndExpnssAmt
Total Net Invst Incm$6,376,798TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$94,575TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,895OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$100,470TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,303,206ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,590,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$36,403,676TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,590,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$30,026,878ExcessRevenueOverExpensesAmt
Net Investment Income$6,376,798NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,514,182CashBOYAmt
Cash EOY$4,461,972CashEOYAmt
Cash EOYFMV$4,461,972CashEOYFMVAmt
Other Investments BOY$57,965,632OtherInvestmentsBOYAmt
Other Investments EOY$80,974,662OtherInvestmentsEOYAmt
Other Investments EOYFMV$80,974,662OtherInvestmentsEOYFMVAmt
Other Assets BOY-$5,727OtherAssetsBOYAmt
Other Assets EOY$41,878OtherAssetsEOYAmt
Other Assets EOYFMV$41,878OtherAssetsEOYFMVAmt
Total Assets BOY$110,474,087TotalAssetsBOYAmt
Total Assets EOY$85,478,512TotalAssetsEOYAmt
Total Assets EOYFMV$85,478,512TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,836AccountsPayableBOYAmt
Accounts Payable EOY$5,695AccountsPayableEOYAmt
Grants Payable BOY$27,433,133GrantsPayableBOYAmt
Grants Payable EOY$28,206,319GrantsPayableEOYAmt
Total Liabilities BOY$27,435,969TotalLiabilitiesBOYAmt
Total Liabilities EOY$28,212,014TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$83,038,118CapitalStockBOYAmt
Capital Stock EOY$57,266,498CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$83,038,118TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,266,498TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$110,474,087TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$85,478,512TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$83,038,118TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$30,026,878ExcessRevenueOverExpensesAmt
Other Increases$4,255,258OtherIncreasesAmt
Subtotal$57,266,498SubtotalAmt
Tot Net Ast Or Fund Balances EOY$57,266,498TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$37,600,269GrossSalesPriceAmt
Cost Or Other Basis$33,157,836CostOrOtherBasisAmt
Gain Or Loss$4,442,433GainOrLossAmt
Gains Minus Excess Or Losses$4,442,433GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$4,442,433CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$88,637InvestmentIncomeExciseTaxAmt
Subtotal$88,637SubtotalAmt
Tax Based On Investment Income$88,637TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$87,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$90,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$211EsPenaltyAmt
Overpayment$1,152OverpaymentAmt
Applied To ES Tax$1,152AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttps://www.aep.com/community/GivingBackWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1RUSSELL G DOYLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6147162605PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 RIVERSIDE PLAZAAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432152355ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NICHOLAS K AKINS
1 RIVERSIDE PLAZACOLUMBUSOH43215DIRECTOR/CHAIRMAN0.1$0$0$0
CHARLES R PATTON
1 RIVERSIDE PLAZACOLUMBUSOH43215DIRECTOR/VICE PRESIDENT0.1$0$0$0
LISA BARTON
1 RIVERSIDE PLAZACOLUMBUSOH43215DIRECTOR/VICE PRESIDENT0.1$0$0$0
JANELLE N COLEMAN
1 RIVERSIDE PLAZACOLUMBUSOH43215DIRECTOR/PRESIDENT1.5$0$0$0
TERESA L MCWAIN UNTIL 73120
1 RIVERSIDE PLAZACOLUMBUSOH43215DIRECTOR/ED/SECRETARY0.1$0$0$0
DALE E HEYDLAUFF
1 RIVERSIDE PLAZACOLUMBUSOH43215DIRECTOR/PRESIDENT1.5$0$0$0
LANA HILLEBRAND
1 RIVERSIDE PLAZACOLUMBUSOH43215DIRECTOR/VICE PRESIDENT0.1$0$0$0
BRIAN X TIERNEY UNTIL 7120
1 RIVERSIDE PLAZACOLUMBUSOH43215DIRECTOR/TREASURER0.1$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$80,787,083AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,629,082AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$88,416,165TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$88,416,165AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,326,242CashDeemedCharitableAmt
Net Vl Noncharitable Assets$87,089,923NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,354,496MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,354,496MinimumInvestmentReturnAmt
Tax Based On Investment Income$88,637TaxBasedOnInvestmentIncomeAmt
Total Tax$88,637TotalTaxAmt
Distributable Before Adj$4,265,859DistributableBeforeAdjAmt
Distributable Before Ded$4,265,859DistributableBeforeDedAmt
Distributable As Adjusted$4,265,859DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,590,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$35,590,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,590,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,265,859DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr5$6,107,316ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,243,409ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,354,586ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,952,115ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,791,260ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$51,448,686TotalExcessDistributionCyovAmt
Qualifying Distributions$35,590,950QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$4,265,859AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,325,091RemainingDistriFromCorpusAmt
Total Corpus$82,773,777TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,107,316ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$76,666,461ExcessDistriCyovToNextYrAmt
Excess From Year4$5,243,409ExcessFromYear4Amt
Excess From Year3$8,354,586ExcessFromYear3Amt
Excess From Year2$13,952,115ExcessFromYear2Amt
Excess From Year1$17,791,260ExcessFromYear1Amt
Excess From Current Year$31,325,091ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Email AddressRecipientEmailAddressTxtForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
AEP OHIO - MARIA HABERMAN
1 RIVERSIDE PLAZA 23RD FLOORCOLUMBUSOH43215mlhaberman@aep.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack
KENTUCKY POWER - CINDY WISEMAN
1645 WINCHESTER AVEASHLANDKY41101cgwiseman@aep.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack
AEP TEXAS - TINA SALAZAR
539 N CARANCAHUA 17TH FLOORCORPUS CHRISTITX78478tmsalazar@aep.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack
PSO - TIFFINI JACKSON
1601 NORTH WEST EXPRESSWAY STE 1400OKLAHOMA CITYOK73118tsjackson@aep.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack
APPALACHIAN POWER - PHIL MOYE
500 LEE STREET EAST SUITE 800CHARLESTONWV25301pamoye@aep.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack
SWEPCO - BRIAN BOND
428 TRAVIS STSHREVEPORTLA71101tbbond@aep.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack
INDIANA MICHIGAN PWR - ROB KEISLING
5000 WHEELING AVE 01MUNCIEIN47304rjkeisling@aep.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack
AEP ENERGY - JOYCE WILLIAMS
225 W WACKER DRIVECHICAGOIL60606jwilliams@aepenergy.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack
AEP RENEWABLES - JOYCE WILLIAMS
225 W WACKER DRIVECHICAGOIL60606jwilliams@aepenergy.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack
AEP ONSITE PTRS - JOYCE WILLIAMS
225 W WACKER DRIVECHICAGOIL60606jwilliams@aepenergy.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack
AEP ENERGY PTRS - JOYCE WILLIAMS
225 W WACKER DRIVECHICAGOIL60606jwilliams@aepenergy.comNON-PROFIT 501(C)(3) ORGANIZATIONS MUST SECURE AN INVITATION TO APPLY BY THEIR LOCAL AEP OPERATING COMPANY. THOSE ORGANIZATIONS ACCEPTED FOR APPLICATION WILL BE DIRECTED TO APPLY ONLINE.REQUESTS ARE ACCEPTED THROUGHOUT THE YEAR FOR CONSIDERATION.TO QUALIFY FOR A GRANT FROM OUR FOUNDATION, YOU MUST: - BE A 501(C)(3) PUBLIC CHARITY, A STATE OR POLITICAL SUBDIVISION, A GOVERNMENT-OWNED OR OPERATED COLLEGE OR UNIVERSITY, OR AN EXEMPT OPERATING FOUNDATION; AND - BE LOCATED WITHIN THE AEP SERVICE TERRITORY OR BE NATIONAL OR REGIONAL IN SCOPE AND HAVE A PURPOSE THAT IS BENEFICIAL TO THE GENERAL PUBLIC, THE BROAD ENVIRONMENT OR THE CUSTOMERS OF AMERICAN ELECTRIC POWER. FOR MORE INFORMATION VISIT THE FOLLOWING WEBSITE: https://www.aep.com/community/GivingBack

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BALL STATE UNIVERSITY
2000 W UNIVERSITY AVEMUNCIEIN47306PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
BRIDGEVALLEY COMMUNITY & TECHNICAL COLLEGE
2001 UNION CARBIDE DRIVESOUTH CHARLESTONWV25303PCTO HELP AND IMPROVE AEP COMMUNITIES$343,425
CAPITAL UNIVERSITY
E MAIN STREET AND COLLEGE AVENUEBEXLEYOH43209PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
CHAMPIONS OF THE COMMUNITY
ONE WEST NATIONWIDE BLVD 1-03-701COLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$267,450
CHILDREN'S HUNGER ALLIANCE
1105 SCHROCK ROAD SUITE 505COLUMBUSOH43229PCTO HELP AND IMPROVE AEP COMMUNITIES$125,000
CHOICES FOR VICTIMS OF DOMESTIC VIOLENCE
500 W WILSON BRIDGE ROAD SUITE 24WORTHINGTONOH43205PCTO HELP AND IMPROVE AEP COMMUNITIES$500,000
CHRISTUS SPOHN HEALTH SYSTEM DEVELOPMENT FDN
600 ELIZABETH STREETCORPUS CHRISTITX78404PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
COLUMBUS ASSOCIATION FOR THE PERFORMING ARTS INC
55 EAST STATE STREETCOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$200,000
COLUMBUS METROPOLITAN LIBRARY FOUNDATION
96 SOUTH GRANT AVENUECOLUMBUSOH432154781PCTO HELP AND IMPROVE AEP COMMUNITIES$200,000
COLUMBUS ZOO AND AQUARIUM
PO BOX 400POWELLOH43065PCTO HELP AND IMPROVE AEP COMMUNITIES$500,000
COMMUNITY SHELTER BOARD
111 LIBERTY STREET SUITE 150COLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$325,000
COSI
333 WEST BROAD STREETCOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$350,000
DIRECTIONS FOR YOUTH & FAMILIES INC
1515 INDIANOLA AVENUECOLUMBUSOH43201PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
ELKHART HEALTH FITNESS AND AQUATICS INC
600 EAST BOULEVARDELKHARTIN46514PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
FOUNDATION FOR APPALACHIAN OHIO
35 PUBLIC SQUARE PO BOX 456NELSONVILLEOH45764PCTO HELP AND IMPROVE AEP COMMUNITIES$250,000
FRIENDS OF THE CONSERVATORY
1777 EAST BROAD STREETCOLUMBUSOH43203PCTO HELP AND IMPROVE AEP COMMUNITIES$150,000
GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL INC
1700 WATERMARK DRIVECOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
HABITAT FOR HUMANITY - MIDOHIO
6665 BUSCH BOULEVARDCOLUMBUSOH43229PCTO HELP AND IMPROVE AEP COMMUNITIES$275,000
IVY TECH FOUNDATION INC
345 S HIGH STREETMUNCIEIN47305PCTO HELP AND IMPROVE AEP COMMUNITIES$159,930
LAREDO COLLEGE
101 W HILLSIDE ROAD SUITE 9LAREDOTX78041PCTO HELP AND IMPROVE AEP COMMUNITIES$401,649
LIFECARE ALLIANCE
1699 W MOUND STREETCOLUMBUSOH432231855PCTO HELP AND IMPROVE AEP COMMUNITIES$250,000
MID-OHIO FOODBANK
3960 BROOKHAM DRIVEGROVE CITYOH43123PCTO HELP AND IMPROVE AEP COMMUNITIES$1,200,000
NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION
700 CHILDRENS DRIVECOLUMBUSOH43205PCTO HELP AND IMPROVE AEP COMMUNITIES$441,763
OHIO STATE UNIVERSITY FOUNDATION
PO BOX 710811COLUMBUSOH432710811PCTO HELP AND IMPROVE AEP COMMUNITIES$1,250,0001480 W LANE AVENUE
POTAWATOMI ZOOLOGICAL SOCIETY INC
PO BOX 1764SOUTH BENDIN46634PCTO HELP AND IMPROVE AEP COMMUNITIES$108,000
ROCK AND ROLL HALL OF FAME MUSEUM
1100 E 9TH STREETCLEVELANDOH44114PCTO HELP AND IMPROVE AEP COMMUNITIES$450,000
SCIENCE CENTRAL INC
1950 NORTH CLINTON STREETFORT WAYNEIN46805PCTO HELP AND IMPROVE AEP COMMUNITIES$150,000
THE CENTER FOR HEALTHY FAMILIES INC
500 SOUTH FRONT STREET RM/STE 930COLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
THE COLUMBUS FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH43205PCTO HELP AND IMPROVE AEP COMMUNITIES$400,435
THE COLUMBUS PARTNERSHIP
150 S FRONT STREET SUITE 200COLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$500,000
THE EDUCATION ALLIANCE
803 QUARRIER ST 500CHARLESTONWV25301PCTO HELP AND IMPROVE AEP COMMUNITIES$150,000
THE FORT WAYNE RESCUE MISSION MINISTRIES
301 WEST SUPERIOR STREETFORT WAYNEIN46802PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
TULSA CHILDREN'S MUSEUM
560 N MAYBELLE AVENUETULSAOK74127PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
TULSA COMMUNITY COLLEGE FOUNDATION
6111 E SKELLY DRIVETULSAOK74135PCTO HELP AND IMPROVE AEP COMMUNITIES$1,144,180
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCTO HELP AND IMPROVE AEP COMMUNITIES$1,750,000
UNITED WAY OF CENTRAL OHIO
360 SOUTH THIRD STREETCOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$1,175,000
UNIVERSITY OF ARKANSAS FOUNDATION
535 RESEARCH CENTER BLVDFAYETTEVILLEAR72701PCTO HELP AND IMPROVE AEP COMMUNITIES$300,000
OTHERS (LESS THAN 100K)
1 RIVERSIDE PLAZACOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$13,559,164
ABILENE HERITAGE SQUARE INC
PO BOX 1699ABILENETX796014699PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
AKRON-CANTON REGIONAL FOODBANK
350 OPPORTUNITY PARKWAYAKRONOH443072234PCTO HELP AND IMPROVE AEP COMMUNITIES$200,000
ANGELO STATE UNIVERSITY FOUNDATION INC
ASU STATION 11023SAN ANGELOTX76909PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
BOYS & GIRLS CLUBS OF COLUMBUS INC
1108 CITY PARK AVENUE SUITE 301COLUMBUSOH43206PCTO HELP AND IMPROVE AEP COMMUNITIES$250,000
COLUMBUS DOWNTOWN DEVELOPMENT
150 S FRONT STREET SUITE 210COLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$334,000
COLUMBUS STATE COMMUNITY COLLEGE DEVELOPMENT
FRANKLIN HALL ROOM 252COLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$2,000,070PO BOX 1609
COLUMBUS SYMPHONY ORCHESTRA INC
55 E STATE STREETCOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$250,000
COMMUNITY HARVEST FOOD BANK OF NORTHEAST INDIANA
999 E TILMAN ROADFORT WAYNEIN46816PCTO HELP AND IMPROVE AEP COMMUNITIES$200,000PO BOX 10967
CONNEC TRAIN CORP
1116 SMITH STREETCHARLESTONWV25301PCTO HELP AND IMPROVE AEP COMMUNITIES$125,000
CRISTO REY COLUMBUS HIGH SCHOOL
400 E TOWN STREETCOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$322,000
CULTIVATE CULINARY SCHOOL AND CATERING INC
1403 PRAIRIE AVENUESOUTH BENDIN46613PCTO HELP AND IMPROVE AEP COMMUNITIES$126,000
DEL MAR COLLEGE FOUNDATION INC
101 BALDWIN BLVDCORPUS CHRISTITX78404PCTO HELP AND IMPROVE AEP COMMUNITIES$200,000
DRISCOLL CHILDRENS HOSPITAL
3533 S ALAMEDACORPUS CHRISTITX78411PCTO HELP AND IMPROVE AEP COMMUNITIES$150,000
EARLY CHILDHOOD ALLIANCE INC
3800 N ANTHONY BLVDFORT WAYNEIN46805PCTO HELP AND IMPROVE AEP COMMUNITIES$219,000
GREATER COLUMBUS ARTS COUNCIL INC
182 E LONG STREETCOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$150,000
I KNOW I CAN
1108 CITY PARK AVENUE SUITE 301COLUMBUSOH43206PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
ILLINOIS RIVER WATERSHED PTR
PO BOX 205CAVE SPRINGSAR72718PCTO HELP AND IMPROVE AEP COMMUNITIES$200,000
KILGORE COLLEGE FOUNDATION KILGORE TEXAS
1100 BROADWAYKILGORETX75662PCTO HELP AND IMPROVE AEP COMMUNITIES$140,000
MARSHALL UNIVERSITY RESEARCH CORPORATION
ONE JOHN MARSHALL DRIVEHUNTINGTONWV25755PCTO HELP AND IMPROVE AEP COMMUNITIES$150,000
NEW ALBANY COMMUNITY FOUNDATION
220 MARKET STREET SUITE 205NEW ALBANYOH43054PCTO HELP AND IMPROVE AEP COMMUNITIES$150,000
OHIO GOVERNOR'S IMAGINATION LIBRARY
2168 SUTTER PARKWAYDUBLINOH43016PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
OHIOHEALTH CORPORATION
3430 OHIOHEALTH PARKWAYCOLUMBUSOH43202SO-DPTO HELP AND IMPROVE AEP COMMUNITIES$300,000
PURDUE UNIVERSITY
2101 E COLISEUM BLVDFORT WAYNEIN46805PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
RONALD MCDONALD HOUSE CHARITIES OF CENTRAL OHIO
711 EAST LIVINGSTON AVENUECOLUMBUSOH43205PCTO HELP AND IMPROVE AEP COMMUNITIES$250,000
SAFETY BLITZ FOUNDATIONS INC
624 TEXAS CENTRAL PARKWAYWACOTX76712PCTO HELP AND IMPROVE AEP COMMUNITIES$244,884
SECOND HARVEST FOOD BANK OF EAST CENTRAL INDIANA
6621 N OLD SR 3MUNCIEIN47303PCTO HELP AND IMPROVE AEP COMMUNITIES$104,000
STAR HOUSE FOUNDATION
1220 CORRUGATED WAYCOLUMBUSOH43201PCTO HELP AND IMPROVE AEP COMMUNITIES$250,000
TEXAS A&M UNIVERSITY - TEXARKANA
7101 UNIVERSITY AVENUETEXARKANATX75503GOVTO HELP AND IMPROVE AEP COMMUNITIES$125,000
THE HOMELESS FAMILIES FOUNDATION
33 N GRUBB STREETCOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
THE TSTC FOUNDATION
3801 CAMPUS DRIVEWACOTX76705PCTO HELP AND IMPROVE AEP COMMUNITIES$300,000
UNITED WAY OF ST JOSEPH COUNTY INC
3517 E JEFFERSON BLVDSOUTH BENDIN46615PCTO HELP AND IMPROVE AEP COMMUNITIES$100,000
WEXNER CENTER FOUNDATION
1234 E BROAD STREETCOLUMBUSOH43205SO III FITO HELP AND IMPROVE AEP COMMUNITIES$125,000
YOUNG MEN'S CHRISTIAN ASSOCIATION OF CENTRAL OHIO
1907 LEONARD AVENUE SUITE 150COLUMBUSOH43219PCTO HELP AND IMPROVE AEP COMMUNITIES$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,590,950TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUE IN 2021
1 RIVERSIDE PLAZACOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$15,978,573
DUE IN 2022
1 RIVERSIDE PLAZACOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$7,337,293
DUE IN 2023
1 RIVERSIDE PLAZACOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$3,389,483
DUE IN 2024
1 RIVERSIDE PLAZACOLUMBUSOH43215PCTO HELP AND IMPROVE AEP COMMUNITIES$1,497,703
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$28,203,052TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,013ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,911,352ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,442,433ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,376,798ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,376,798TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD EQUITY FUNDSFMV$50,660,877$50,660,877
VANGUARD BOND FUNDSFMV$30,313,785$30,313,785

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EXCISE TAX (UNDER)/OVERPAYMENT-$5,727$1,152$1,152
INTEREST RECEIVABLE
CUSTODIAN (PAYABLE)/RECEIVABLE$40,726$40,726

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
STATE OF OHIO FILING FEE$200
BANK FEES$5,695

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED APPRECIATION FV OF INVESTMENTDesc
Amt$4,255,258Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$94,575Amt